101 client associate jobs at 69 companies in Redlands, CA
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Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yrOnsiteFull Time
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
2+ YOE2+ years relevant experience; experience with OE guide applications; advanced client lifecycle knowledge; must obtain Life & Health license per state timing.
Illumination Foundation: Provides housing and healthcare services to people experiencing homelessness.
1+ YOEProvide shelter intakes, client checks, facility upkeep, basic client support, and coordinate with staff; high school diploma, 1 year experience, valid CA driver’s license, basic computer skills, and bilingual (English/Spanish) preferred.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
California or Colorado or Los Angeles or Orange County or San Diego or Denver or United States
$85k-$100k/yrRemoteFull Time
Broekema Group: Boutique search firm for real estate and finance.
5+ YOEBachelor's degree, 5 years B2B sales experience, proficiency with Microsoft Word/Outlook/Excel/Teams, familiarity with CRM tools (Salesforce/HubSpot), proven cold-outreach new business track record, ability to work independently remote.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, Salesforce, HubSpot, ChatGPT, Claude
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEProvide exceptional branch customer experience, perform lobby engagement and teller activities, identify sales opportunities and make referrals, apply product knowledge, and use digital banking tools; typically <1 year related experience; no degree required.
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), administrative and client-service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2+ YOEAdministrative and industry knowledge; time management; critical thinking; customer/interpersonal and communication skills; high school diploma and 2 years investment industry experience; Series 7 and 63 or 66 licenses; proficient in MS Office.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
SPS: Global provider of document management and business process outsourcing.
Sorting, metering, and delivering inbound/outbound mail; lifting up to 55 lbs; operating mail, copy, and scanning equipment; maintaining logs and following safety and site procedures.
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yrHybridFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
Licensed Client Service Associate - CITY OF INDUSTRY
City Of Industry, California, United States
$74k-$104k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, Bachelor's or equivalent, Series 7/63 or 7/66 to be obtained within 150 days, strong communication, data analysis, client-facing and time-management skills, knowledge of investments and banking.
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
0+ YOEHigh school diploma or equivalent; 0–6 months cashiering or customer service experience preferred; basic math and balancing skills; ability to cross-sell products; Spanish preferred.
Jacobson Lawrence & Company: Provides professional tax, accounting, and business advisory services.
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yrOnsiteFull Time
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
HealthRIGHT 360: Provide integrated medical and behavioral healthcare for people in need.
2+ YOEHigh school diploma or equivalent required; Associate's degree or higher preferred. Valid First Aid and CPR or ability to obtain within 30 days. Two years experience with criminal justice population or community behavioral health preferred.
Neuro Wellness Spa: A patient-centered mental health provider offering TMS, psychotherapy, and psychopharmacology services.
Master's or doctoral degree in counseling/clinical psychology/social work, valid BBS registered associate number, experience with TMS/HLOC preferred, EHR experience, strong communication; manages a caseload of 25+ clients.
Matthews Real Estate Investment Services: Provides commercial real estate brokerage and investment advisory services.
Bachelor's degree or equivalent, obtain state real estate salesperson license within 120 days if unlicensed, strong communication, entrepreneurial mindset, coachable, ability to prospect and build client relationships.
BrightViewNew York Stock Exchange: BV: Provides commercial landscape maintenance, development, and snow removal services.
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.